Our firm is growing, and we are searching for a proactive, reliable Associate Financial Planner (Paraplanner) to support our advisors as they prepare for and conduct client meetings. You will make an impact by helping manage client accounts and portfolios and customize financial solutions for our clients. In this role, you will learn from a cohesive team of licensed professionals. We will train, mentor, and coach you as you build your financial planning acumen, develop your skills, and establish a successful career. You will get the opportunity to communicate directly with clients and meet with them alongside our advisors, but the position will not involve any sales.
What you will do:
Assist lead advisors in preparing for client meetings and complete follow-up tasks
Request needed information from clients and update MoneyGuidePro™ in advance of client meetings
Process and follow-up on asset transfers, account openings, and other administrative tasks to ensure a seamless and positive client experience
Provide various client-facing financial planning and investment reports
Prepare and submit documentation required to facilitate business through our custodian, Charles Schwab
Conduct investment research and produce various reports in support of the Investment Committee
Manage CRM system to ensure all client-related activities are properly documented and completed in a timely fashion
Bachelor’s degree in finance, economics, business, or related field
At least one (1) year of relevant investment and financial advisory experience
Registered as an Investment Advisor Representative in the state of Michigan or able to become registered within the first six months
Willingness to obtain and maintain at least one firm-approved professional designation. CFP preferred.
Demonstrated ability to communicate complex financial topics clearly and effectively
Strong attention to details, analytical skills, and problem-solving
Track record of balancing multiple priorities simultaneously, accommodating unexpected requests or needs, and following through
Entrepreneurial mindset, positive attitude, and eagerness to learn and grow
Proficiency with financial planning and customer relationship management software. Exposure to MoneyGuidePro®, Orion Advisor Services, and Junxure CRM a plus.
About Midwest Capital Advisors
Midwest Capital Advisors is an independent, fee-only, SEC-registered investment advisory firm based in Grand Rapids, MI. We provide fiduciary investment management and financial planning services to a range of clients including employers, individuals, and not-for-profit entities. We are a recognized, growing leader in the retirement plan consulting and management for businesses and wealth management for families